MFRLX
Price
$51.27
Change
+$0.29 (+0.57%)
Updated
Sep 26 closing price
Net Assets
8.11B
VTSMX
Price
$159.19
Change
+$1.00 (+0.63%)
Updated
Sep 26 closing price
Net Assets
1.95T
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MFRLX vs VTSMX

Header iconMFRLX vs VTSMX Comparison
Open Charts MFRLX vs VTSMXBanner chart's image
MFS Research R1
Price$51.27
Change+$0.29 (+0.57%)
VolumeN/A
Net Assets8.11B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
MFRLX vs VTSMX Comparison Chart in %
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MFRLX vs. VTSMX commentary
Sep 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MFRLX is a Buy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MFRLX (8.11B). VTSMX pays higher dividends than MFRLX: VTSMX (1.07) vs MFRLX (0.00). MFRLX was incepted earlier than VTSMX: MFRLX (21 years) vs VTSMX (33 years). MFRLX (1.52) is less costly to investors than VTSMX (0.14). MFRLX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (2.00). MFRLX has a lower initial minimum investment than VTSMX: MFRLX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. MFRLX (0.04). VTSMX return over 5 years is better than : 96.53 vs. MFRLX (24.05).
MFRLXVTSMXMFRLX / VTSMX
Total Expense Ratio1.520.141,086%
Annual Report Gross Expense Ratio1.520.141,086%
Fund Existence21 years33 years-
Gain YTD9.59812.94974%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets8.11B1.95T0%
Annual Yield % from dividends0.001.07-
Returns for 1 year0.0415.630%
Returns for 3 years29.2780.2536%
Returns for 5 years24.0596.5325%
Returns for 10 years60.71249.9224%
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